+559.5%
RKLB vs AA
+159.8%
+399.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.8% | +1.5% |
| 7D | -0.2% | -0.7% | +0.5% | 0.0% |
| 30D | -14.1% | +5.0% | -19.1% | -15.9% |
| 3M | -46.4% | -35.8% | -10.6% | -36.9% |
| 6M | -10.6% | -18.4% | +7.8% | -4.8% |
| YTD | -7.9% | -5.5% | -2.4% | -7.0% |
| 1Y | +49.5% | +61.0% | -11.5% | +25.8% |
| 3Y | +913.6% | +66.2% | +847.4% | +708.1% |
| 5Y | +375.3% | +11.4% | +363.9% | +311.9% |
| All | +559.5% | +159.8% | +399.7% | +435.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling